Institutions / Rubric Capital Management LP

Rubric Capital Management LP

CIK 1687509 · Institution · as of Dec 31, 2025
Portfolio value
$8.36B
Positions
76
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 76 →
CompanyClassValueShares% of portfolio
Talen Energy Corp$1.35B3,602,17116.1%
FTAI Aviation Ltd$728.35M3,700,0008.7%
Teva Pharmaceutical Industries LtdTEVAADR$666.51M21,355,5108.0%
Golar Lng Ltd$341.55M9,178,9784.1%
Vistra Corp.$322.66M2,000,0003.9%
Viatris Inc$317.48M25,500,0003.8%
Arcutis Biotherapeutics, Inc.$240.21M8,271,5772.9%
Constellation Energy Corp$236.69M670,0002.8%
Transalta Corp$224.76M17,781,3252.7%
Roivant Sciences Ltd.$195.30M9,000,0002.3%
Mercury General Corp$193.25M2,054,5042.3%
BGC Group Inc$187.53M21,000,0002.2%
Fluor Corp$164.22M4,143,8082.0%
Amneal Pharmaceuticals, Inc.$155.42M12,334,9411.9%
Zymeworks Inc.$151.40M5,750,0001.8%
Kiniksa Pharmaceuticals International, plc$137.31M3,328,6531.6%
Liberty Global Ltd$111.61M10,018,4321.3%
QuidelOrtho Corp$107.88M3,777,1571.3%
Akamai Technologies Inc$104.70M1,200,0001.3%
Ecovyst Inc.$102.17M10,500,0001.2%
CIMPRESS plc$101.55M1,525,0001.2%
Integra Lifesciences Holdings Corp$96.30M7,753,9341.2%
Delek US Holdings, Inc.$79.71M2,687,4491.0%
Liberty Latin America Ltd$79.50M10,656,9351.0%
Telephone and Data Systems Inc$75.85M1,850,0000.9%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.